IVV vs QQQ: 54% overlap

iShares Core S&P 500 ETF and Invesco QQQ Trust share 53.7% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Hold both, 50/50
1.5Effective Funds

You would hold two tickers and get the diversification of 1.5. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
53.7%
IVV expense ratio
0.03%
QQQ expense ratio
0.20%

Top shared holdings

IVV and QQQ hold 89 of the same securities. The ten contributing most to the overlap figure:

Holdingin IVVin QQQΔ
NVDA7.9%8.3%0.4%
AAPL7.4%7.8%0.4%
MSFT4.4%4.7%0.2%
AMZN3.6%4.1%0.6%
GOOGL2.9%3.0%0.1%
AVGO2.9%3.1%0.2%
GOOG2.4%2.9%0.5%
META2.1%3.0%0.9%
MU1.8%5.1%3.3%
TSLA1.4%2.6%1.2%

Where IVV and QQQ differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorIVVQQQΔ
Information Technology37.5%59.1%21.6pp
Financials12.3%0.2%+12.1pp
Health Care9.1%3.6%+5.5pp
Industrials8.9%3.5%+5.3pp
Communication Services9.3%13.1%3.8pp
Energy3.4%0.5%+2.9pp
Real Estate1.9%0.0%+1.9pp
Consumer Staples4.6%6.4%1.8pp

Δ is IVV minus QQQ, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in IVV
416 positions

46.3% of IVV by weight, held in no part of QQQ.

Only in QQQ
15 positions

5.3% of QQQ by weight, held in no part of IVV.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

IVVQQQ
Top 10 holdings36.8%45.9%
Positions held506104
Cost per $10,000 held, per year$3$20

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do IVV and QQQ overlap?

IVV and QQQ overlap 53.7% by portfolio weight — substantial duplication if you hold both. They share 89 holdings. The figure comes from current issuer holdings files (IVV as of 2026-07-23, QQQ as of 2026-07-23).

How is the overlap between IVV and QQQ calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If IVV holds a stock at 6% and QQQ holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both IVV and QQQ?

That depends on your goals — we state facts, not advice. At 53.7% overlap, each fund still contributes meaningfully distinct exposure.

What does IVV own that QQQ doesn't?

IVV holds 506 positions and QQQ holds 104; 416 of IVV's positions don't appear in QQQ at all, and they are 46.3% of IVV by weight.

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Related comparisons

Sources: issuer holdings files, IVV as of 2026-07-23, QQQ as of 2026-07-23. Weights are fractions of each fund. Diagnostics, not advice.